AI Stock Insights

The 'AI ETF' label hides wide gaps in performance, holdings and risk between funds like SMH and BOTZ.

• SMH rose ~69% in 2026 while BOTZ gained just...

China proposed export controls on 23 AI technologies including models, agents and computing clusters, marking its latest move to limit technology...

Physical AI spans molecules, materials, medicines, and factory machines—not just robots—countering the view that a single general foundation model will soon make specialized robotics redundant.

AI tools are boosting Meta’s ad targeting and returns, supporting Bank of America’s forecast for $62.2 billion in ad revenue and a modest earnings...

AI giants are shifting from selling models to deploying them, with AWS, Anthropic, and OpenAI pouring billions into forward-deployed engineers to help...

TSMC's Q3 results show 41% revenue growth to $46.7B and 59% operating margin, with Q4 guidance implying 58% YoY expansion.

• Aggressive capex rises...

Upcoming Magnificent Seven earnings will reveal whether AI investments are driving real growth, with AWS expanding 37% and datacenter revenue surging 117% to $89 billion.

Meta's October 15 release of Muse Spark Open explicitly splits its AI portfolio, locking frontier capabilities in closed-source Muse Wonder (score 56)...

Widespread corporate AI adoption has yet to translate into measurable earnings for most firms.

• Two-thirds of S&P 500 companies discuss AI on calls,...

Can conversational AI kiosks actually lift restaurant throughput, staffing efficiency, or order values?

Square's new system targets exactly these...

Meta's updated commercial terms, effective October 30, grant the company rights to crawl and train AI on content from websites linked to any business...

Accton Technology derives all NT$310.6b revenue from networking systems linking AI data centers, with NT$1.1t market value and exposure to 800G...

With the AI trade showing jitters, upcoming results from Meta and semiconductor firms like Lam Research will show whether hyperscaler profitability...

Meta's Muse Spark Open model (42B parameters, 1M context) was co-optimized with Apple for M5 Ultra hardware, enabling on-device AI with stronger...

• Taiwan is considering stricter AI chip export controls to align with U.S. rules and curb smuggling, but no finalized policy exists yet.
• Tighter...

• Bullish case: NVIDIA sells the full AI stack including CUDA, widening its lead each generation while demand exceeds supply and supports 70%+ FY2028...

Waymo plans to launch autonomous ride-hailing in Toronto in 2028, marking another step in Alphabet's geographic expansion of its robotaxi operations....

Gemini 4 Argon reaches 97.5% on ARC-AGI-3, placing Google DeepMind as the second frontier lab above 95%. This signals strong technical capability in...

CoreWeave shares rose 5.9% to $69.69 after Nvidia reassured investors about its financial position, reversing part of a 21.1% four-week decline...

Meta's open-weight Muse Spark model for coding lets developers modify trained parameters, unlike proprietary models locked under creator control. This boosts flexibility in AI strategy but availability does not equal adoption or returns.